Claude.ai & MCP supported — another step towards a more powerful AdzviserRead Me
Salesforce Prompt Library
Ready-to-use AI prompts to analyze your Salesforce data, optimize your pipeline, and generate actionable sales reports. Customize with your org name and date range, then paste into ChatGPT, Claude, or Gemini.
16
Ready-to-use prompts
4
Categories
∞
Customizations
Customize:
Showing 16 prompts
See available Salesforce metrics & breakdowns →Reporting
Weekly Pipeline Summary
Get a weekly snapshot of your Salesforce pipeline.
Pull pipeline data from my Salesforce account for the last 30 days. Show: Opportunities Created, Total Pipeline Value, Deals Won, Revenue Closed, Deals Lost, Win Rate, Average Deal Size, and Average Sales Cycle. Include week-over-week changes.
Reporting
Monthly Executive Report
Generate a monthly report for sales leadership.
Generate a monthly report for my Salesforce account covering the last 30 days. Include: 1) Pipeline by stage with values. 2) Closed-won and closed-lost summary. 3) Top 5 deals by amount. 4) Win rate by lead source and product. 5) Rep leaderboard. 6) A summary with 3 recommendations.
Reporting
Opportunity Pipeline Report
Analyze pipeline by opportunity stage.
From my Salesforce account for the last 30 days, show pipeline by stage: Stage, Opportunity Count, Total Value, Average Age, Conversion Rate, and Stalled Opportunities. Where are deals getting stuck? Which stages need the most attention?
Reporting
Sales Rep Performance Report
Compare rep performance across key metrics.
Analyze rep performance from my Salesforce account for the last 30 days. For each rep: Opportunities Created, Closed-Won, Revenue, Win Rate, Average Deal Size, Average Cycle Length, and Activities. Rank by revenue. Who are top performers?
Optimization
Pipeline Velocity Optimization
Identify and fix pipeline bottlenecks.
Analyze pipeline velocity for my Salesforce account during the last 30 days. For each stage: Average Days, Conversion Rate, and Stalled Count. Compare won vs lost deal velocity. Which stages slow down winning deals? Recommend specific actions to accelerate the pipeline.
Optimization
Win/Loss Analysis
Understand patterns in won and lost deals.
Compare won vs lost opportunities from my Salesforce account for the last 30 days by: Lead Source, Industry, Deal Size, Product, and Sales Cycle. What differentiates won deals? Are there deal types with consistently low win rates? Recommend qualification improvements.
Optimization
Forecast Accuracy Improvement
Improve forecast accuracy by analyzing historical patterns.
Analyze forecast vs actual from my Salesforce account for the last 30 days. Show: Forecast Category, Predicted Revenue, Actual Revenue, and Accuracy %. Which categories are consistently over/under-predicted? Which reps have the best/worst forecast accuracy? Recommend forecast process improvements.
Optimization
Lead Conversion Optimization
Improve lead-to-opportunity conversion.
Analyze lead conversion from my Salesforce account during the last 30 days. By lead source: Leads Created, Converted to Opportunity, Conversion Rate, and Average Time to Convert. Which sources produce the fastest-converting leads? Recommend lead process improvements.
Analysis
Sales Funnel Analysis
Analyze the complete sales funnel.
Map the sales funnel from my Salesforce account for the last 30 days: Lead → Qualified → Opportunity → Proposal → Negotiation → Closed. Show volume, conversion rate, and time at each stage. Where is the biggest drop-off? What's the overall lead-to-customer conversion rate?
Analysis
Revenue Trend Analysis
Track revenue trends and patterns.
Analyze revenue trends from my Salesforce account for the last 30 days. Show: Monthly Revenue, Deal Count, Average Deal Size, and Win Rate over time. Is revenue growing, flat, or declining? Are there seasonal patterns? What's driving the trend? Recommend actions.
Analysis
Product & Service Mix Analysis
Analyze revenue by product or service.
Break down revenue by product/service from my Salesforce account for the last 30 days. Show: Product, Revenue, Deal Count, Average Deal Size, Win Rate, and Growth Rate. Which products drive the most revenue? Which are growing fastest? Recommend product strategy adjustments.
Analysis
Account Segmentation Analysis
Analyze customer value by account segment.
Segment accounts from my Salesforce account for the last 30 days by: Industry, Size, Revenue Tier, and Geography. For each segment: Account Count, Total Revenue, Average Revenue, and Growth Rate. Which segments are most valuable? Which have untapped potential? Recommend account targeting priorities.
Audit
CRM Health Check
Comprehensive health check for your Salesforce org.
Perform a health check for my Salesforce account using data from the last 30 days. Evaluate: 1) Data completeness. 2) Pipeline stage distribution. 3) Activity logging. 4) Lead response time. 5) Forecast accuracy. Give a health score from 1-10 and list top 5 priorities.
Audit
Data Quality Audit
Assess data quality in your Salesforce org.
Audit data quality in my Salesforce account for the last 30 days. Check: 1) Opportunities missing close dates or amounts. 2) Contacts missing key fields. 3) Stale opportunities (no activity 30+ days). 4) Duplicate records. 5) Inconsistent field values. Quantify issues and recommend cleanup.
Audit
Pipeline Hygiene Audit
Clean up stale and stuck deals.
Audit pipeline hygiene for my Salesforce account during the last 30 days. Identify: 1) Deals past close date. 2) Deals with no activity in 30+ days. 3) Deals stuck in same stage too long. 4) Deals with no next steps. Calculate stale pipeline value. Recommend cleanup actions.
Audit
Sales Process Compliance Audit
Check if reps follow the defined sales process.
Audit sales process compliance in my Salesforce account for the last 30 days. Check: 1) Are deals progressing through stages in order? 2) Are required fields filled at each stage? 3) Are activities being logged? 4) Are close dates being updated? 5) Is the process consistent across reps? Identify compliance gaps.
Ready to use these prompts with your own data?
Connect your Salesforce account to Adzviser and start getting AI-powered insights in minutes. No coding required.
Start your 14-day trialNot looking for Salesforce prompts? Browse prompts for other platforms →
